Partners

Susan Levinstein, CPA

Susan Levinstein
CPA

Susan Levinstein is a partner and supervises HMWC CPAs & Business Advisors’ Women-Owned Business practice and the Complete Financial Office Solutions department. She is a specialist in business assurance services as well as helping small businesses grow and prosper.Susan’s experience includes assisting clients with all of their financial needs, including: income taxes and financial statements; bookkeeping and payroll services; software selection and implementation; business planning; and executive search assistance.

Education
  • B.S. in Accounting from California State University, Northridge in 1987
Experience
  • After graduation, Susan joined PriceWaterhouseCoopers, and worked in their offices in Los Angeles and south Florida for six years.
  • At PriceWaterhouseCoopers, Susan gained experience in all aspects of federal and state taxation, as well as their auditing and assurance services.
  • She joined HMWC in 1993 as the Accounting & Audit department Manager, and in 2010 was asked to head up the new Complete Financial Office Solutions (CFOS) department.
  • Susan has worked with companies in a wide variety of industries, including real estate, construction, service, manufacturing, distribution and not-for-profit. Businesses range in size from start-ups to larger consolidated groups of companies.
Professional & Community Involvement
  • Member of the California Society of Certified Public Accountants
  • Member of the American Institute of Certified Public Accountants
  • Member of the Board Finance Committee of the Jewish Federation and Family Services of Orange County
  • Volunteer for Family Promise of Orange County
  • Is a supporter of local community theater productions in Orange County